Download Web CMS User Manual v. 1.2 April 18, 2008

Web CMS
User Manual v. 1.2
April 18, 2008
The Ohio Department of Transportation (ODOT)
1980 W. BROAD ST., COLUMBUS, OHIO, USA 43223
Ted Strickland, Governor │ James G. Beasley, PE PS, Director
Copyright © 2008, Ohio Department of Transportation, Division of Information Technology.
All rights reserved.
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Table of Contents
Preface ............................................................................................................................................ 4
Copyright ................................................................................................................................... 4
About this Document ...................................................................................................................... 5
Objectives of the System .......................................................................................................... 5
Technical Requirements ........................................................................................................... 5
Document Conventions ............................................................................................................ 5
Keyboard Keys ..................................................................................................................... 5
Bold ..................................................................................................................................... 5
Links .................................................................................................................................... 5
Notes and Tips .................................................................................................................... 6
Navigating WebCMS ....................................................................................................................... 7
Finance Navigation.................................................................................................................... 7
Test Results Navigation ............................................................................................................. 8
Applying for WebCMS Test Results Access ......................................................................... 8
Finance Project Number Search ..................................................................................................... 9
Navigation ................................................................................................................................. 9
Left Frame Navigation ......................................................................................................... 9
Buttons .............................................................................................................................. 10
Project Data ............................................................................................................................ 10
Bond Information .................................................................................................................... 11
Estimate Reference ................................................................................................................. 11
Project Payments .................................................................................................................... 12
Contractor Estimates .............................................................................................................. 13
Estimate Summary ............................................................................................................ 14
Change Orders ........................................................................................................................ 15
Diary Paybook ......................................................................................................................... 16
Finance PID Search ........................................................................................................................ 17
Navigation ............................................................................................................................... 17
Searching by PID ..................................................................................................................... 17
Finance Purchase Order Search .................................................................................................... 19
Navigation ............................................................................................................................... 19
Searching by Purchase Order .................................................................................................. 19
Finance Vendor Search ................................................................................................................. 21
Navigation ............................................................................................................................... 21
Searching by Vendor ............................................................................................................... 21
Finance Test Results ...................................................................................................................... 23
Navigation ............................................................................................................................... 23
Searching by P/S...................................................................................................................... 23
Searching by Material ............................................................................................................. 24
Test Results ................................................................................................................................... 25
Logging In ................................................................................................................................ 25
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Test Results Type Selection..................................................................................................... 25
Aggregate Test Results............................................................................................................ 26
Concrete Test Results ............................................................................................................. 28
Asphalt Test Results ................................................................................................................ 29
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Preface
This is the user manual for the WebCMS (Website Construction Management System).
It documents the features and functionality available in WebCMS.
This document has been produced by the Division of Information Technology (DoIT)
within the Ohio Department of Transportation (ODOT). Feel free to contact the ODOT
Service Desk at (614) 466-4978 or by email, [email protected], if you should
encounter any problems with this software or if you have questions that are not
covered by this user manual.
Copyright
Copyright 2008 Ohio Department of Transportation
All rights reserved. No part of this manual may be reproduced or transmitted in any
form, by any means without prior permission of the publisher.
This is an accurate representation of information currently maintained by the Ohio
Department of Transportation as of 2008. Information obtained through this
publication is provided only as a public service. It does not constitute a certification and
no user may claim detrimental reliance thereon. Contents herein are constantly being
revised based on ever changing business needs and may not represent future business
processes.
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About this Document
This document describes how to use WebCMS. The purpose of this document,
conventions of this document, and objectives of the WebCMS system are available here.
WebCMS is the electronic reporting system for finances and material testing results
from CMS. You must log in to view the test results in the system.
Objectives of the System
The primary objectives of the WebCMS system are to:
1. Provide finance information about projects, including bond information, estimate
references, project payments, and contractor estimates.
2. Provide material testing results information for each P/S.
3. Provide project data, a list of change orders on a project, and the diary paybook
for a project.
4. Display the information in a printable format for users.
Technical Requirements
The WebCMS system is an Internet application that uses Internet Explorer 6.0 (or
newer) on Windows XP. Adobe Acrobat Reader 6.0 (or newer) is also required to view
test results in this system.
Your screen resolution should be set to a MINIMUM of 1024x768. Some functionality
may be limited otherwise.
Document Conventions
There are certain conventions used in this document to display different types of
information clearly. You can view the explanations of the main conventions utilized
here:
Keyboard Keys
When you must type a key on your keyboard, these instructions indicate a keystroke
using boldface type. For example, press the Tab key to move to the next field.
Bold
Screen references to things such as buttons or screen names are identified by boldface
font. For example, press the Print button. The Windows Print screen opens.
Links
There are links to other sections within this document, indicated in blue and underlined.
You can click the link to jump to that section of this document. For example, refer to
Navigating WebCMS for additional information on navigating the system.
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Notes and Tips
In order to draw your attention to certain pieces of information, this information is
indicated as a Note or Important.
Note: Notes contain helpful suggestions, references, or useful ancillary information.
Important: Contains significant information about the operation or feature
described.
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Navigating WebCMS
The WebCMS system is accessible through the CMS Portal, using Microsoft Internet
Explorer 6.0 (IE) or newer. A login is required only for the Test Results section where
you can view the test results for materials for a particular producer/supplier (P/S).
Instructions for navigating WebCMS are available in this section.
Finance Navigation
Whenever there is additional information available in WebCMS, the text is blue instead
of black.
When you click on the link, the additional information opens. It may take awhile to load
the information. If that occurs, the loading screen opens to let you know.
You may also be notified that the information loading process may take some time. If
you want to cancel the request for information, click Cancel.
When performing a search in the test results, if the date range is greater than 180 days,
the following message opens. You can perform searches on date ranges larger than 180
days and this message simply warns you that the search may take some time.
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Test Results Navigation
When you select the aggregate, concrete, or asphalt type of test results, you view the
related Test Results Search Criteria screen. You select the options from the menus, the
date range from the calendars, and complete the process by selecting the correct
button. After you download the material information, you can manipulate it in excel as
you need to, including performing any calculations.
Applying for WebCMS Test Results Access
There are three request forms for access to the Test Results in Web CMS: initial access,
update access, and change your administrator.
1. When you request initial access to Web CMS, your company is added to Web
CMS so you can view your test results. You are given a username and
password so you can log into Web CMS. Then whatever plants you list on the
application will be available for you to view their test results.
2. When you request to update access to Web CMS, you can add plants to view,
whether they are aggregate, concrete, or asphalt plants. You can also delete
plants from your view. Deleting a plant just deletes it from viewing but it does
NOT delete it from CMS in any way.
3. When you request to change your administrator, you are requesting the
administrator information be changed or updated as it relates to your Web CMS
login. Your password will change and a new one will be emailed to you but your
username will NOT change.
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Finance Project Number Search
When you want to view the project data, finance information, change orders, and diary
paybook information for a particular project, enter the project number on the Web
Access to CMS search criteria screen.
Navigation
The various navigation options available for this section are described here.
Left Frame Navigation
After you enter a project number and click Submit, the left frame navigation options
appear.
The links are described in this table:
Link
Description
Home/Search
Click to return to the main search criteria screen on the Web Access to CMS
(Web CMS) screen.
Project Data
Click to view the project information, an overview of the project.
These four were all contained in the FINANCE INFO link
Bond Information
Click to view the bond information for this project.
Estimate Reference
Click to view the estimates for this project by estimate number.
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Link
Description
Project Payments
Click to view all of the payments made on this project.
Contractor Estimates
Click to view the estimates paid to a contractor on this project. You can view
the details of each estimate, all reference items on the estimate, and the list of
delivered materials on each estimate.
Change Orders
Click to view the list of all change orders on a project.
Diary Paybook
Click to view the daily diary paybook information for the project.
Buttons
There are buttons and links you can use to navigate the search information.
Button
Image
Description
Submit
Click to submit the information for a search.
Reset
Click to reset the information to the default settings and
clear all information.
Print
Click to print the list of results that display. When the
Windows print screen opens, you can select a specific page
to print from the list.
Link
Click the specific estimate number to view the details
overview for the estimate.
Estimate Details
In Contractor Estimates, this button is available when you
click the link to a specific Estimate. Click to view the details
about the estimate.
Click this button once to view the estimate details then click
again to hide the estimate details.
All Reference
Items
In Contractor Estimates, this button is available when you
click the link to a specific Estimate. Click to view the all
reference items for the estimate selected.
Click this button once to view the reference items for this
estimate then click again to hide the reference items for this
estimate.
Delivered Materials
In Contractor Estimates, this button is available when you
click the link to a specific Estimate. Click to view the list of
materials delivered for this estimate on this project.
Click this button once to view the delivered materials then
click again to hide the delivered materials.
Project Data
When you enter the project number on the search criteria screen, this information
opens by default. To return to this screen at any time while viewing the project
information from the Project Nbr search, follow these steps:
1. Click the down arrow
on the CMS Portal for Web CMS – Finance. The Web
Access to CMS (Web CMS) screen opens.
2. Type the project number in the Project Nbr field.
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3. Click Submit. The Project Information screen opens.
4. An overview of project information displays. To view other information, choose
the appropriate link in the left frame.
Bond Information
The Bond Information link was part of the Finance Info link in the previous system. To
view the bond information related to this project, follow these steps:
1. After you open the Project Information screen, click the Bond Information link in
the left frame. The Bond Information screen opens.
2. An overview of bond information displays. To view other information, choose the
appropriate link in the left frame.
Estimate Reference
The Estimate Reference link was part of the Finance Info link in the previous system. To
view the estimate reference information related to this project, follow these steps:
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1. After you open the Project Information screen, click the Estimate Reference link
in the left frame. The Estimate Reference Information screen opens.
2. An overview of the estimate reference information displays. To view other
information, choose the appropriate link in the left frame.
Project Payments
The Project Payments link was part of the Finance Info link in the previous system. To
view the project payments related to this project, follow these steps:
1. After you open the Project Information screen, click the Project Payments link in
the left frame. The Construction Project Payment Information screen opens.
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2. An overview of the project payment information displays. To view other
information, choose the appropriate link in the left frame.
Contractor Estimates
The Contractor Estimates link was part of the Finance Info link in the previous system.
To view the contractor estimates related to this project, follow these steps:
1. After you open the Project Information screen, click the Contractor Estimates
link in the left frame. The Construction Project Payment Information screen
opens.
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2. An overview of the project payment information displays. To view other
information, choose the appropriate link in the left frame.
Estimate Summary
To view the estimate summary, from which you can view the estimate details, all
reference items for the estimate, and the delivered materials for the estimate, follow
these steps:
1. Click the estimate number. This is a link to open the summary screen.
This screen gives you a summary of the estimate information. To use the buttons, click
once to view the information and click the button a second time to hide the
information.
2. Click Estimate Details button to view the details of this estimate. Click Estimate
Details again to hide this information.
3. Click All Reference Items to view the reference items for this estimate. Click All
Reference Items again to hide this information. This displays all reference items,
not just the active or most recent ones.
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4. Click Delivered Materials to view the materials delivered for this estimate. Click
Delivered Materials again to hide this information.
5. Click the estimate link to close the Estimate Summary screen.
Note: If there are information screens still open, this is due to any buttons that are
not clicked a second time to close that information. So click the estimate link again
then click that button on the Estimate Summary screen to close that information
screen.
Change Orders
To view the list of change orders related to this project, follow these steps:
1. After you open the Project Information screen, click the Change Orders link in
the left frame. The Change Order Information screen opens.
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2. An overview of the change order information displays. To view other
information, choose the appropriate link in the left frame.
Diary Paybook
To view the daily diary paybook information related to this project, follow these steps:
1. After you open the Project Information screen, click the Diary Paybook link in
the left frame. The Diary Paybook Information screen opens.
2. An overview of the diary paybook information displays. To view other
information, choose the appropriate link in the left frame.
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Finance PID Search
When you want to view the CMS accounting payments, enter the PID Number on the
Web Access to CMS search criteria screen.
Navigation
There are buttons and links you can use to navigate the search information.
Button
Image
Description
Submit
Click to submit the information for a search.
Reset
Click to reset the information to the default settings and
clear all information. When the Windows print screen
opens, you can select a specific page to print from the list.
Print
Click to print the list of results that display.
Searching by PID
To view the accounting payments made on a particular project, follow these steps:
1. Click the down arrow
on the CMS Portal for Web CMS – Finance. The Web
Access to CMS (Web CMS) screen opens.
2. Type the PID in the Project ID field.
3. Click Submit. The Web CMS – Accounting Payments screen opens.
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The list of payments made to the vendor on the project displays, including a total
amount paid out.
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Finance Purchase Order Search
When you want to view the CMS purchase payments, enter the purchase order (PO)
number on the Web Access to CMS search criteria screen.
Navigation
There are buttons and links you can use to navigate the search information.
Button
Image
Description
Submit
Click to submit the information for a search.
Reset
Click to reset the information to the default settings and
clear all information.
Print
Click to print the list of results that display. When the
Windows print screen opens, you can select a specific
page to print from the list.
Searching by Purchase Order
To view the payments for purchases made on a particular project, follow these steps:
1. Click the down arrow
on the CMS Portal for Web CMS – Finance. The Web
Access to CMS (Web CMS) screen opens.
2. Type the PO number in the Purchase Order field.
3. Click Submit. The Web CMS – Purchase Payments screen opens.
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The list of payments made for purchases on the project displays, including a total
amount of purchases.
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Finance Vendor Search
When you want to view the CMS vendor payments made to a vendor by project, enter
the vendor number on the Web Access to CMS search criteria screen.
Navigation
There are buttons and links you can use to navigate the search information.
Button
Image
Description
Submit
Click to submit the information for a search.
Reset
Click to reset the information to the default settings and
clear all information.
Print
Click to print the list of results that display. When the
Windows print screen opens, you can select a specific
page to print from the list.
Searching by Vendor
To view the list of payments made to vendors for a particular project, follow these
steps:
1. Click the down arrow
on the CMS Portal for Web CMS – Finance. The Web
Access to CMS (Web CMS) screen opens.
2. Type the vendor tax ID number in the Vendor Tax ID field.
3. Click Submit. The Web CMS – Vendor Payments screen opens. These pages are
divided into the page layouts that would print when you click Print.
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The list of payments made to vendors on the project displays, including a total amount
paid out.
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Finance Test Results
When you want to search the testing results for material test results, you can select a
specific P/S for the company, a specific material, or all materials.
Navigation
There are buttons and links you can use to navigate the search information.
Navigation
Image
Description
Submit button
Click to submit the information for a search.
Reset button
Click to reset the information to the default settings and
clear all information.
Print button
Click to print the list of results that display. When the
Windows print screen opens, you can select a specific
page to print from the list.
When unavailable, the Print button is grayed out.
Back button
Click to go back a screen.
When unavailable, the Back button is grayed out.
Link
Click to view the details of the material sample number.
Print button
Materials testing details open in Adobe Acrobat. Click
this button to print the details information.
Save button
Materials testing details open in Adobe Acrobat. Click
this button to save the details information.
Searching by P/S
To perform a search for material testing information for each P/S in the company that is
logged in, follow these steps:
1. Log into WebCMS – Test Results. The Search Criteria screen opens.
2. Select a producer/supplier from the list.
3. Select beginning date for the date range.
4. Select an end date for the date range. If the date range is larger than six months
and the search is for all samples, a warning message opens. Click OK to
continue.
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5. Click Submit. The search results open.
6. Click the Smpl Nbr link to view the detailed test results. The Test Results –
Sample screen opens in the right frame, in Adobe Acrobat.
Searching by Material
To perform a search for material testing information for a specific material for the
company logged in, follow these steps:
1. Log into WebCMS – Test Results. The Search Criteria screen opens.
2. Select a material from the list.
3. Select beginning date for the date range.
4. Select an end date for the date range. If the date range is larger than six months
and the search is for all samples, a warning message opens. Click OK to
continue.
5. Click Submit. The search results open. These columns are different from the
search columns when the search is performed using the P/S.
6. Click the Smpl Nbr link to view the detailed test results. The Test Results –
Sample screen opens in the right frame.
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Test Results
WebCMS has testing results available for aggregate, concrete, and asphalt P/S. This
document covers all three types of results. However, unless you have a login that allows
you to view more than one result type, you should just refer to the section of this
document that relates to your type of login. At any time while you’re working in
WebCMS, you can go back and choose aggregate or asphalt test results.
The aggregate test results display one material result for the selected plant, one at a
time. The concrete test results display all of the results related to a particular material
code for the selected plant.
Logging In
To log in and view test results, follow these steps:
1. Click the down arrow
on the CMS Portal for Web CMS – Test Results. The
Web Access to CMS (Web CMS) screen opens.
2. Type your username in the Username field.
3. Type your password in the Password field.
4. Click Submit or press Enter. The Test Results Type Selection screen opens.
From here you select the type of test results to view.
Test Results Type Selection
When you log into WebCMS, you must choose the test results type from the Test
Results Type menu—Aggregate, Concrete, or Asphalt—then click Submit.
After you select the Aggregate or Concrete test result types, the related test results
screen opens. For example, select Concrete and the Concrete Test Results Search
Criteria screen opens:
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If you select Asphalt, the list of test results displays.
Choose the test results you want to view from the list and click Submit. The report
opens with the Asphalt Test Results options, as found below.
Aggregate Test Results
To view the aggregate test results, follow these steps:
1. Choose Aggregate on the Test Results Type Selection screen to access the
aggregate test results. This opens the Aggregate Test Results Search Criteria
screen.
2. Select a P/S from the menu.
3. Select a Material from the menu.
4. Select a Date Range. Click the button next to the Begin field to choose the
starting date of the date range.
5. Click the
range.
button next to the End field to choose the ending date of the date
6. Click Submit. The list of samples displays.
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Note: You can only print this list by clicking the Print
button. The
list opens on the screen as an adobe acrobat file that you can save
or print
.
7. Click the Smpl Nbr link,
for example, to view that sample’s results.
The test results for the sample open on the screen as an adobe acrobat file.
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8. You can save , print , reset the search criteria
another test result type
, or choose
.
You can only view one sample’s results at a time for aggregate P/S.
Concrete Test Results
To view the concrete test results, follow the steps below. The following fields display all
information on the screen in a column format, including all results available during the
date range you select:
Date Made
ODOT Sample ID
JMF #
Inspection Type
Project Number
County-Route-Section
Location or Lot/Sublot
Slump (in/mm)
Air %
Temp (F/C)
Yield
Unit Wt.
Strength (PSI/Mpa)
Age (Days)
Strength (PSI/Mpa)
Age (Days)
1. Choose Concrete on the Test Results Type Selection screen to access the
concrete test results. This opens the Concrete Test Results Search Criteria
screen.
2. Select the plant name from the P/S menu.
3. Select the material from the Material Class menu.
4. Select the date range for the test results.
5. You can display the information on the screen or download the file directly to an
Excel spreadsheet. To confirm information is available for the date range you
selected, click the
button. You can then click the
button to save the material information to an excel spreadsheet.
The File Download – Security Warning screen opens.
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6. Click Save. The Save As screen opens.
7. Choose the save location for the file.
8. Type the File Name for the file.
9. Click Save. The file is saved to the location designated.
The concrete testing results are saved. You can open the file and insert calculations as
needed.
Asphalt Test Results
To view the asphalt test results, follow the steps below. The first two tests, the
Performance Grade Asphalt Cement Test and Emulsified Asphalt Test, have different
options for the search criteria than the other five tests: Density Test, BC Rice Test, BC Pill
Test, BC Extraction Gradation Test, and BC JMF.
Note: The JMF number is only associated with the contractor lab. So if you do not
have the contractor lab listed in the P/S list, you will not see any results for the BC
JMF test.
1. Choose Asphalt on the Test Results Type Selection screen to access the asphalt
test results. This opens the list of asphalt tests.
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2. Choose an asphalt test to perform.
3. Click Submit. The relevant test results screen opens. The examples here display
the two basic screen option types.
Options #1
Options #2
4. Options #1 instructions:
a. Select the plant name from the P/S menu.
b. Select the material from the Material Class menu.
5. Options #2 instructions:
a. Select the plant name from the P/S menu.
b. Type the JMF to search on in this field. To retrieve all JMFs, leave the field
blank.
6. Select the date range for the test results.
7. You can display the information on the screen or download the file directly to an
Excel spreadsheet. To confirm information is available for the date range you
selected, click the
button. You can then click the
button to save the material information to an excel spreadsheet.
The File Download – Security Warning screen opens for that test.
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8. Click Save. The Save As screen opens.
9. Choose the save location for the file.
10. Type the File Name for the file.
11. Click Save. The file is saved to the location designated.
The asphalt test results are saved. You can open the file and insert calculations as
needed.
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